Biography
Eric Osgood is the Founder & CEO and LPL Wealth Advisor at FortiFi Wealth. With more than three decades of experience, he helps people prepare for retirement and navigate life's financial transitions with greater confidence and clarity.
Eric believes financial planning is about more than investments. It is about helping people align their resources with what matters most. By integrating investment management, tax and estate considerations, and retirement income strategies, he strives to help clients reduce uncertainty, gain clarity, and make informed decisions about their future.
His clients are often approaching retirement with significant assets but want a trusted guide to help coordinate investment, tax, estate, and income planning decisions.
Known for his calm, thoughtful approach, Eric serves as a guide through important financial decisions—working toward helping clients move from uncertainty to confidence through careful planning and disciplined implementation. He is dedicated to helping people retire with confidence while building meaningful connections with the next generation of their families.
Eric's personal definition of financial success is simple: time with family and friends, ideally where palm trees grow, and the capacity to help others.
Outside the office, Eric treasures time with his wife, Jeanne, and their three adult children. Whether on the water, outdoors, or simply enjoying life's everyday moments together, family remains at the center of what matters most to him. He enjoys evening boat rides with Jeanne, motorcycle rides on warm summer evenings, and spending time in the field with his poodle, Stevie.